Watch this video to learn how to quickly Pre-seed your budgets leveraging CCH Tagetik’s modeling capability. In this example – simple logical inputs from your end user will populate the budget at a high level and have CCH Tagetik execute built in logic configured within the application to break back and split the data down to the desired level of granularity.​

Watch how CCH Tagetik users can build detailed travel budgets with global assumptions and ad hoc drivers. Existing trips can be modelled in a variety of forms and new trips can be created on the fly with just a couple clicks, all through familiar excel syntax.

Learn how the CCH Tagetik can extend your planning process beyond standard P&L; Planning to account for proper projected Balance Sheet and Cash Flow Planning. Through simple and easy clicks, users can transform their budget expenses in projected working capital first and evaluate the impact on cash flows, both direct and indirect, in a matter of seconds.

What if Analysis and initiative planning to the next level! Watch this video to learn how management can evaluate multiple alternative scenarios and assign divisional targets as part of their Strategic Long Range Plan by simply adjusting a few drivers that will show the impact on the overall profitability in a matter of seconds.

Watch this quick video to learn how CCH Tagetik Allocation capabilities can support profitability analysis and, in case of multi-entity, how transfer pricing processes can be enabled across the entire organization.

Watch this video to learn about the flexibility of Operating Expense planning in CCH Tagetik while empowering users to Drill Through to your ERP for Transactional Details, leverage Line Item Details, Data Validation Checks and much more.

Watch this video to learn more about Capital Expenditures planning in CCH Tagetik – while making it extremely easy for your end users, we encompass all of your CAPEX complexity through our built in calculation engine.

CCH Tagetik is known for its powerful built-in financial intelligence which is designed to be intuitive for the end user. This 2 minute demonstration shows how using the familiar comments capability in Excel can become a powerful communication tool in the budget and planning process.

CCH Tagetik is known for its easy to use, but powerful budgeting and planning functionality. This 2 minute video demonstrates the power of using modelling capabilities and leveraging Global Assumptions in the planning process.

CCH Tagetik is know for its powerful budgeting and planning functionality that is easy to use. This 2 minute demo shows the ability to quickly build plans with intuitive spreading, seasonality and breakback capability.

To best understand your business you need to analyze data from multiple perspectives. This 2 minute video takes you through the concept of multi-dimensionality and why it matters to your financial performance.

Watch this video to learn how CCH Tagetik supports planning at the project level; from narrative attributes such as project scope, estimated benefits and priority assignment to cost capitalization and FTE staffing, all in a friendly environment.

Capital Request Planning in CCH Tagetik allows your users to make Capital Requests using a form questionnaire. By answering specific questions and selecting appropriate Criteria and Prioritization questions the system scores and ranks the request. This can then be reviewed by other colleagues who can approve and fund the project before it is added to your Budget/Planning application.

Watch this video to investigate in variance analysis between budget and actuals or any other scenario. Learn how to dissect your variance into operational versus currency impact leveraging constant FX rate conversion capabilities, with further breakout of the operational variance due to price or volume changes.

Benefits

Confidence in a single version of the truth across all plans and budgets

Better business continuity

Better business continuity with one set of data and fewer systems

Built-in Financial Intelligence

Built-in financial intelligence to address the simplest and most complex planning requirements

Complete traceability

Complete traceability and accountability from start to finish

The Ultimate in Planning Flexibility and Breadth

Regardless of your planning and budgeting methodology, CCH Tagetik streamlines and automates many types of planning in a single solution, while modernizing and simplifying the process, and facilitating collaboration across financial and operational planners.

Get ahead of the game with these budgeting & planning capabilities

Budgetbooks and Performance Playbook

×

Board books, management presentations, budget books - all reports require a marriage of visual presentation and compliant, accurate data. CCH Tagetik natively integrates with Microsoft Office and has automated data refresh, so your numbers and narrative align and your staff work in the comfort of the programs they know.

What-if Scenarios Planning

×

Create what-if scenarios to test financial and operational assumptions. Visually compare results side-by-side and then one-click model the impact on financial performance, including the business impact on the P&L, balance sheet and cash flow statements.

Robust Allocation Engine

×

Need to split balances, apply allocations across multiple layers or dimensions or use different methods on the same data set? No problem, CCH Tagetik’s allocation engine can manage all this - and much more - while making it easy is easy for Finance and business users to configure - no scripting or IT skills required.

Control & Auditability

×

With CCH Tagetik, you get system-wide transparency, control and auditability. Quickly assess the origin of any change, update or adjustment and the person, date and time and specifics of that system interaction. CCH Tagetik provides detailed audit logs and reports for full transparency.

Integrated Forecasting & Modeling

Forecast and model financial and operational scenarios today to assess, evaluate and project the impact on tomorrow. Comparing scenarios side-by-side provides instant insights into impacts on the Balance Sheet, P&L and cash flows.

Process Visualization

×

With visual workflow diagrams, it’s easy to monitor the entire planning process. See what stage contributors are at, proactively mitigate bottlenecks and keep a constant finger on the pulse of your plans.

Detailed Level Drill Down

×

When there’s an unexpected variance or deviation, CCH Tagetik provides detail-level drill down to source data. Glean insights from accessing and analyzing granular-level data, from purchase orders, to bill of materials, even down to the transaction.

Administration

Finance controls user roles and data access, without ever burdening IT. Admins can set company-wide rules on data, workflows and permission-based security so collaborators’ roles are defined. With an audit trail, changes to budgets, plans, data points and reports are logged for complete transparency.

Reporting & Analytics

×

CCH Tagetik makes it easy for all stakeholders, even non-technical users, to create reports, dashboards and ad hoc analytics. With CCH Tagetik, you don’t need IT support to create reports or advanced analytics to track, analyze and approve plans and budgets in real time.

Unified Corporate Performance Management

×

Create an agile planning process that unifies budgeting, modeling, forecasting, consolidation and financial reporting within a single corporate performance management solution that was purpose-built for the Office of Finance. Whether it's on the Cloud, on-premises or your mobile device, CCH Tagetik gets Finance so you get results.

CCH Tagetik's Budgeting and Planning Software is trusted by leading companies across all industries

Testimonials

Customer Quotes

RAIFFEISEN BANKMichael Weese, Head of Business Informatics, Raiffeisen Bank

"Along with a streamlined process, we have better data quality, more reliable data, and more transparency. I would say we are audit proof with our budgeting process and about 40% faster.”

RABOBANK N.A.Meghan Maze - Chief Accounting Officer, Rabobank, N.A.

"CCH Tagetik delivered a single source of truth for Rabobank - consolidating over 24 sources of data into a cohesive and controlled scalable reporting and budgeting solution for four regulatory viewpoints, US GAAP and IFRS...”

OCLCDave Coleman, Sr. Manager, Budget Planning and Analysis at OCLC

"CCH Tagetik helped us to bring our budgeting and forecasting processes into a single, centralized, enterprise-wide system that operates in near real-time and allows for greater visibility into our planning process. We plan salaries at the individual position level and calculate benefits either as a percentage of salaries or allocated based on full-time equivalents.”

“We achieved a 30% time reduction in our budgeting and forecasting processes."

On Demand Webinar

THE 5 NECESSITIES OF AN INNOVATIVE BUDGETING & PLANNING SYSTEM

Is your budgeting and planning innovative or, is it mired in stagnation? BP&F thought-leader Craig Schiff of BPM Partners and FP&A Director, John Torley, discuss the key capabilities an innovative BP&F system should have in 2017 and beyond.